Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by teams specialized in emerging markets and impact investing.
Impact Report 2026: More than going green
Conviction Equities Boutique
Key takeaways
- Governments and businesses are investing more heavily in electrification, stronger domestic energy systems, and more robust supply chains to improve energy security and reduce their reliance on imports.
- We believe the next phase of the energy transition will require capital to flow into the infrastructure, technologies, and business models needed for a more secure, low-carbon energy system.
- In our view, impact investing can make a difference by directing capital toward scalable solutions that can deliver measurable environmental outcomes while supporting long-term economic resistance.
If this year has shown one thing, it’s that the energy transition is no longer steered by climate considerations alone. Governments and businesses are investing more heavily in electrification, renewable energy, stronger domestic energy systems, and more robust supply chains to improve energy security and reduce their reliance on imports. What could this mean for investors? And what kind of real-world impact can be achieved? Our latest Impact Report has put together a detailed overview.
About the authors
Related strategies
About the authors
